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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Lee Lichterman III who wrote (77613)3/18/2023 3:24:42 AM
From: Lee Lichterman III3 Recommendations

Recommended By
ajtj99
Investor2
skier31

  Respond to of 98151
 



To: Lee Lichterman III who wrote (77613)3/18/2023 9:37:32 AM
From: Lee Lichterman III  Read Replies (1) | Respond to of 98151
 
I was thinking about the drop in semi production and thought of an alternative possibility. Production may have dropped due to the inventory glut so they just stopped making more until they clear excess inventory. This could still hurt earnings for companies that are solely production and not design based like TSMC but maybe not design only like NVDA, INTC etc.
Hey, I'm reaching here. LOL